Anic Equity¶
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Total return since start: 0.614 %¶
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Equity now: -----------------------------> 49307.48 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45246.27 Kr¶
PnL: ---------------------------------------> 190.27 Kr¶
DD now: ---------------------------------> -7.178 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 09:41:28.723762'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 1.110000 | 1679.220000 | 210.220000 | 14.310000 | 1468.999998 |
| Sedana Medical | 93 | 5.290000 | 2704.440000 | 183.440000 | 7.280000 | 2521.000011 |
| Orrön Energy | 180 | 5.510000 | 2169.900000 | 126.900000 | 6.210000 | 2043.000000 |
| Platzer Fastigheter Holding B | 12 | 2.100000 | 990.000000 | 29.000000 | 3.020000 | 960.999996 |
| Sagax B | 4 | 1.520000 | 880.000000 | 26.000000 | 3.040000 | 854.000000 |
| Sagax A | 4 | 2.330000 | 880.000000 | 26.000000 | 3.040000 | 854.000000 |
| Atrium Ljungberg B | 5 | 0.840000 | 960.500000 | 25.500000 | 2.730000 | 935.000000 |
| Catena | 2 | 1.440000 | 814.800000 | 22.800000 | 2.880000 | 792.000000 |
| Hoist Finance | 35 | -0.170000 | 1002.750000 | 22.750000 | 2.320000 | 980.000000 |
| JM | 6 | 0.000000 | 877.800000 | 13.800000 | 1.600000 | 864.000000 |
| Hexatronic Group | 12 | 1.210000 | 979.920000 | 12.920000 | 1.340000 | 966.999996 |
| Gränges | 9 | 1.360000 | 940.500000 | 12.500000 | 1.350000 | 927.999999 |
| BioGaia B | 8 | 0.170000 | 936.000000 | 6.000000 | 0.650000 | 930.000000 |
| Biotage | 7 | 0.220000 | 945.000000 | 4.000000 | 0.430000 | 940.999997 |
| Clas Ohlson B | 12 | 0.060000 | 975.000000 | 2.000000 | 0.210000 | 972.999996 |
| Byggmax Group | 33 | 0.480000 | 957.660000 | 1.660000 | 0.170000 | 956.000001 |
| AcadeMedia | 8 | 0.500000 | 402.800000 | 0.800000 | 0.200000 | 402.000000 |
| Bilia A | 8 | 0.000000 | 900.000000 | 0.000000 | 0.000000 | 900.000000 |
| EQT | 4 | 0.480000 | 832.000000 | 0.000000 | 0.000000 | 832.000000 |
| HEXPOL B | 9 | -0.960000 | 1017.900000 | -3.100000 | -0.300000 | 1020.999996 |
| ASSA ABLOY B | 3 | -0.390000 | 772.800000 | -6.200000 | -0.800000 | 779.000001 |
| Alimak Group | 11 | 0.480000 | 921.800000 | -6.200000 | -0.670000 | 927.999996 |
| OX2 | 13 | 0.350000 | 943.800000 | -6.200000 | -0.650000 | 949.999999 |
| Creaspac SPAC | 39 | 0.110000 | 3701.100000 | -16.900000 | -0.450000 | 3717.999987 |
| VEF | 909 | 0.800000 | 1832.540000 | -17.460000 | -0.940000 | 1850.000436 |
| SKF B | 5 | -1.100000 | 921.750000 | -18.250000 | -1.940000 | 940.000000 |
| Nordic Waterproofing Holding | 7 | 0.300000 | 946.400000 | -20.600000 | -2.130000 | 966.999999 |
| Addnode Group B | 11 | -1.220000 | 890.450000 | -30.550000 | -3.320000 | 921.000003 |
| Latour B | 4 | -0.050000 | 817.600000 | -39.400000 | -4.600000 | 857.000000 |
| Vitec Software Group B | 2 | 0.290000 | 1045.000000 | -42.000000 | -3.860000 | 1087.000000 |
| Indutrade | 5 | 1.080000 | 1173.500000 | -44.500000 | -3.650000 | 1218.000000 |
| Bufab | 3 | -0.460000 | 1048.200000 | -60.800000 | -5.480000 | 1109.000001 |
| Hexagon B | 26 | 0.270000 | 3399.500000 | -61.500000 | -1.780000 | 3461.000010 |
| INVISIO | 16 | 0.440000 | 3616.000000 | -73.000000 | -1.980000 | 3689.000000 |
| BHG Group | 97 | 1.070000 | 1369.640000 | -89.360000 | -6.120000 | 1458.999989 |
| TOTAL | 45246.270000 | 190.270000 | -7.1778% | 45056.000411 |
Updated:¶
'2023-07-04 09:41:45.466447'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
